Catalyst Calendar
Upcoming earnings and catalyst dates for all 38 companies we monitor. Updated weekly.
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Upcoming earnings and catalyst dates across the 58-company watchlist. Highlighted rows are near-term signals we’re actively monitoring. Dates based on company filings and investor relations — verify before acting.
This week (Apr 28–May 2): Hyperscaler earnings cluster lands Apr 29 (MSFT, META, GOOG, AMZN). AAPL and WDC report Apr 30 AMC. The hyperscaler capex commentary and efficiency language sets the tone for the next several weeks.
This Week — Apr 28 - May 2, 2026 (Hyperscaler Cluster)
| Date | Ticker | Company | What We’re Watching |
|---|
| Apr 28 | VZ | Verizon | 5G monetization. Fiber. Dividend. |
| Apr 28 | ASML | ASML | EUV bookings. China revenue impact. High-NA ramp. SOLE-SOURCE |
| Apr 29 | PM | Philip Morris | IQOS. ZYN. Smoke-free mix. |
| Apr 29 | MO | Altria | NJOY share. Dividend. |
| Apr 29 AMC | MSFT | Microsoft | Azure growth rate. Copilot adoption. OpenAI relationship status. Capex and efficiency language. KEY SIGNAL |
| Apr 29 AMC | META | Meta | AI capex ROI. Llama. MTIA. CoreWeave deal status. Capex revisions. AVGO customer |
| Apr 29 AMC | GOOG | Alphabet | Search trends. Cloud/AI growth. Gemini. TPU economics. AVGO customer |
| Apr 29 AMC | AMZN | Amazon | AWS AI revenue. Trainium vs GPU. Anthropic leverage. Capex outlook. KEY SIGNAL |
| Apr 30 AMC | AAPL | Apple | Gross margin guide. Apple Intelligence adoption. Memory supply commentary. MARGIN WATCH |
| Apr 30 AMC | WDC | Western Digital | Q3 FY2026. Cloud revenue. Storage duopoly pair (with STX). DUOPOLY PAIR |
Next Week — May 5 - 9, 2026
| Date | Ticker | Company | What We’re Watching |
|---|
| May 4 | PLTR | Palantir | AIP adoption. Government contract expansion. Commercial growth at elevated multiple. PRED-004 |
| May 5 AMC | AMD | AMD | MI400/MI450 milestone commentary. ROCm. H2 2026 GW guidance. MILESTONE WATCH |
| May 7 | AMAT | Applied Materials | China revenue. CoWoS packaging. Leading-edge mix. |
| May 7 | SHOP | Shopify | Shopify Magic. AI feature pricing. GMV. |
| May 7 | RDDT | Reddit | Data licensing. AI content dilution. |
| May 7 AMC | CRWV | CoreWeave | Q1 2026 earnings. Customer concentration (Meta, OpenAI, Anthropic). Debt service. Backlog conversion. MAJOR GATE |
| May 8 | CSCO | Cisco | AI networking. Splunk integration. |
| May 8 | RBLX | Roblox | AI content gen. Premium membership. |
| May 8 | ETN | Eaton | DC electrical backlog. Grid modernization. |
Mid-to-Late May 2026
| Date | Ticker | Company | What We’re Watching |
|---|
| May 12 | SMCI | Super Micro | AI server revenue. M&A commentary. INPUT-007 watch. CATALYST |
| May 14 | DELL | Dell | AI server backlog. Enterprise mix shift. |
| May 15 | BE | Bloom Energy | Hyperscaler deployments. Oracle warrant status. |
| May 15 | SFTBY | SoftBank | Stargate progress. OpenAI. Vision Fund. Arm royalties. |
| May 15 | BIDU | Baidu | Ernie Bot. Apollo Go. Geopolitical. |
| May 20 | DIOD | Diodes Inc | Server/DC revenue. Power mgmt margins. |
| May 20 | CRDO | Credo Technology | Design wins. 800G/1.6T transitions. |
| May 20 AMC | NVDA | Nvidia | Q1 FY27 earnings. DC growth rate. Inference split. Rubin commentary. Efficiency language. PRED-002 |
| May 21 | MRVL | Marvell | Q1 FY27 earnings. Custom AI chip wins. Google TPU signal. Pattern #090. #090 SIGNAL |
| May 22 | NTAP | NetApp | All-flash growth. AI storage. |
| May 22 | ALAB | Astera Labs | Revenue trajectory. CXL adoption. |
| May 29 | CVX | Chevron | Natural gas. LNG contracts. |
| May 29 | COHR | Coherent | Optical transceiver revenue. 1.6T transition. |
| May 30 | OXY | Occidental | Permian. Carbon capture. |
| May 30 | GEV | GE Vernova | Gas turbine orders. Grid backlog. |
| May 30 | VST | Vistra | DC PPAs. ERCOT pricing. Comanche Peak. |
| May 30 | PWR | Quanta Services | Transmission backlog. DC grid interconnection. |
June 2026
| Date | Ticker | Company | What We’re Watching |
|---|
| Jun 4 | AVGO | Broadcom | AI semi growth rate. Custom chip pipeline. VMware retention. Rack mix shift. PRED-001 v2 |
| Jun 5 | LNT | Alliant Energy | DC interconnection. Rate base growth. |
| Jun 5 | CEG | Constellation Energy | New PPAs. TMI restart progress. |
| Jun 10 | CLS | Celestica | AI revenue mix. Customer concentration. |
| Jun 10 | FIX | Comfort Systems | MDC revenue. DC backlog %. |
| Jun 16 | ORCL | Oracle | Q4 FY2026 earnings. OCI AI revenue. Stargate ramp. OpenAI relationship. PRIMARY CONVERGENCE CATALYST |
| Jun 15 | ARES | Ares Management | Infra credit AUM. DC deal flow. |
| Jun 15 | BIP | Brookfield Infra | Hotwire FFO. Acquisition pipeline. |
| Jun 16 | STX | Seagate | DC HDD volumes. HAMR ramp. ASPs. |
| Jun 19 | LFUS | Littelfuse | Electronics segment. Power semis. |
| Jun 24 | MU | Micron | Q3 FY26 earnings. HBM share vs Samsung. Memory pricing trend. HBM CYCLE |
Q3-Q4 2026 — IPO & Cash-Event Windows
| Window | Ticker | Event | What We’re Watching |
|---|
| Q3 2026 | Anthropic | S-1 filing (est.) | First public financials. Inference cost disclosure. IPO target October 2026. |
| Q4 2026 / Q1 2027 | OpenAI | S-1 / IPO | Valuation vs last private round. Revenue quality. Gross margin reveal. Stargate commitment language. PRED-003 |
| H2 2026 | TSLA | SpaceX IPO | Cash event. AI stack consolidation capital. |
| Jul 2026 | AAPL | Q3 FY26 earnings | Gross margin guide. Memory cost commentary. |
Past — April 2026 (Reference)
| Date | Ticker | Company | What We Watched |
|---|
| Apr 17 | TSM | TSMC | Q1 reported: $35.9B rev, +58% profit. Capacity booked through 2028. |
| Apr 22 | VRT | Vertiv | Q1 reported. Order backlog, liquid cooling. |
| Apr 22 | TSLA | Tesla | AI5 chip update. |
| Apr 23 | TXN | Texas Instruments | Analog inventory. |
| Apr 23 | LRCX | Lam Research | HBM bookings. |
| Apr 24 | INTC | Intel | Foundry wins. |
| Apr 24 | BA | Boeing | Production recovery. |
| Apr 25 | ISRG | Intuitive Surgical | Da Vinci 5. |
58 tickers tracked. Highlighted rows have active predictions or near-term signals we’re monitoring. Red-highlighted rows are high-impact catalysts. Dates verified against company investor relations — CRWV May 7 AMC, ORCL June 16 confirmed via consensus sources April 28. This page is not investment advice. Last updated: April 28, 2026.